Riva CRM Integration – CRM opportunities, cases and quotes in Outlook
Riva Integration Server delivers advanced interoperability for CRM systems. For example, users can access all opportunities, quotes and support cases assigned to them in the CRM. This is a real time-saver. Sort your opportunities in Outlook based on customer name, probability of closing, close date, amount and more. When you click on an item to view its full details, the Riva ConnectBar provides the option to review, edit or delete the item directly in the CRM.